State Street Global Advisors
ETFs, AI, and Alternatives Redefine European Wealth Management
State Street Investment Management’s 2025 EMEA Wealth Manager Survey captures perspectives from 80+ wealth managers across nine countries, representing over $5 trillion in AUM.
ETFs dominate portfolios (88%), driven by liquid...
2025-10-07
2025-10-07
AXA Investment Managers
Rethinking Balance: Inflation Risks and Divergent Markets Shape Q4 Outlook
AXA Investment Managers’ CIO Outlook (Oct 2025) offers perspectives from its global CIO team on inflation, China’s rebound, and portfolio construction.
U.S. inflation is re-accelerating, driven by tariffs and resilient...
2025-10-07
NatWest Group
UK Resilience Meets Global Headwinds: Credit Demand and Shutdown Risks
NatWest’s Crosswinds (Oct 6, 2025) offers an updated macro snapshot across the UK, U.S., and Eurozone economies.
UK households and businesses continue to borrow steadily despite looming tax hikes; mortgage lending rose 1...
2025-10-06
DWS
China Rebounds: Domestic Drivers Revive Emerging Market Potential
DWS’s CIO Special: Emerging Markets (Sept 2025) analyzes China’s surprising equity resurgence amid U.S. tariff pressures.
Despite being the primary target of U.S. tariffs, China’s stock rally reflects domesti...
2025-10-06
Columbia Threadneedle
High Yield Credit: Fundamentals Regain Control Amid Narrowing Spreads
Columbia Threadneedle’s High Yield Insight (Sept 2025), authored by Chris Jorel, CFA, examines shifting dynamics in the U.S. high-yield market.
After years of broad-based gains, credit-specific risk has re-emerged, with...
2025-10-06
Edmond de Rothschild
Markets Stay Calm Despite U.S. Shutdown and Rising Geopolitical Tensions
Edmond de Rothschild Asset Management’s Market Flash (Oct 3, 2025) reviews market resilience amid political and economic disruptions.
The U.S. government shutdown deprives the Fed of key labor data, but further rate...
2025-10-06
Robeco
AI Momentum and Emerging Market Rotation Define Global Equity Outlook
Robeco’s Fundamental Equity Quarterly (Oct 2025) offers a global perspective from developed and emerging market specialists.
In developed markets, AI-led capex drives earnings growth, with the U.S. showing resilience des...
2025-10-03
Amundi Asset Managers
Diverging Central Banks and Elevated Valuations Shape Global Outlook
Amundi’s Global Investment Views (Oct 2025) outlines key macro and market dynamics across regions and asset classes.
The U.S. faces a stagflationary tilt: slowing consumption alongside sticky inflation, with the Fed expe...
2025-10-03
Allianz Global Investors
Q4 Outlook: Slowing Growth, Diverging Policies, and Select Opportunities
Allianz Global Investors’ Snapshot Q4 2025 highlights key macro risks and asset allocation themes for the months ahead.
The U.S. faces stagflationary risks, with tariffs adding to inflation pressures even as growth stagn...
2025-10-03
Pimco
Stagflation Risks and Diverging Central Bank Paths Define Q4 Outlook
PIMCO’s Cyclical Outlook (Oct 2025), authored by Tiffany Wilding and Andrew Balls, explores the macroeconomic crosscurrents shaping markets.
Three forces dominate: rising U.S. tariffs, the AI-driven investment boom,...
